Is your loan agency delivering the service your business needs? Put it to the test with Kroll’s comprehensive checklist. Developed by our experts, this practical resource helps you assess your provider’s performance and pinpoint ways to strengthen service delivery.
The checklist examines three key performance indicators: managing complex transactions, maintaining accurate day-to-day operations, and providing the capacity and technology to meet evolving needs. Use these benchmarks to identify service gaps and improvement opportunities.
-
Complex Transactions
Review support for payment-in-kind features, delayed draws, multicurrency tranches and larger syndicates.
-
Operational Accuracy
Consider payment timing, cash reconciliation, reporting breaks and trade settlement.
-
Capacity and Technology
Assess staffing, manual workarounds, servicing tools and room to scale.
Take the Next Step Toward Stronger Loan Agency Services
Download the checklist to assess your current provider, then connect with Kroll’s Agency and Trustee Services Team to explore how we can support your current and future agency needs.
